|
2001
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$303K
|
-$2.76K
|
-6
|
-0.9%
|
|
|
2002
|
JB Capital
Wethersfield,
Connecticut
|
$303K
|
+$1.38K
|
+3
|
+0.4%
|
|
|
2003
|
Palumbo Wealth Management
Great Neck,
New York
|
$302K
|
+$1.38K
|
+3
|
+0.4%
|
|
|
2004
|
Aspiriant LLC
Los Angeles,
California
|
$302K
|
-$4.14K
|
-9
|
-1%
|
|
|
2005
|
McMill Wealth Management
Norfolk,
Nebraska
|
$302K
|
+$1.38K
|
+3
|
+0.4%
|
|
|
2006
|
Fox Run Management
Greenwich,
Connecticut
|
$302K
|
+$311K
|
+675
|
New
|
|
|
2007
|
BluePath Capital Management
Atlanta,
Georgia
|
$301K
|
-$1.65M
|
-3,593
|
-84%
|
|
|
2008
|
Farmers National Bank
Danville,
Kentucky
|
$300K
|
+$460
|
+1
|
+0.1%
|
|
|
2009
|
QTR Family Wealth
Lake Mary,
Florida
|
$300K
|
+$309K
|
+672
|
New
|
|
|
2010
|
Krane Funds Advisors
New York
|
$300K
|
-$22.1K
|
-48
|
-7%
|
|
|
2011
|
Goldstream Capital Management
Central,
Hong Kong
|
$299K
|
–
|
–
|
–
|
|
|
2012
|
Affinity Investment Advisors
Newport Beach,
California
|
$298K
|
+$47.9K
|
+104
|
+19%
|
|
|
2013
|
Charles Schwab Trust
Henderson,
Nevada
|
$297K
|
+$65.8K
|
+143
|
+27%
|
|
|
2014
|
High Net Worth Advisory Group
Naples,
Florida
|
$296K
|
-$54.8K
|
-119
|
-15%
|
|
|
2015
|
49 Wealth Management
Austin,
Texas
|
$295K
|
+$10.1K
|
+22
|
+3%
|
|
|
2016
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$295K
|
-$30.4K
|
-66
|
-9%
|
|
|
2017
|
City Center Advisors LLC
Troy,
Michigan
|
$294K
|
–
|
–
|
–
|
|
|
2018
|
Kaydan Wealth Management
Fenton,
Michigan
|
$294K
|
-$10.6K
|
-23
|
-3%
|
|
|
2019
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$294K
|
+$303K
|
+659
|
New
|
|
|
2020
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$294K
|
+$72.7K
|
+158
|
+32%
|
|
|
2021
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$293K
|
+$302K
|
+657
|
New
|
|
|
2022
|
Terra Nova Asset Management
New York
|
$293K
|
–
|
–
|
–
|
|
|
2023
|
Grant Private Wealth Management
Pleasanton,
California
|
$293K
|
+$2.76K
|
+6
|
+0.9%
|
|
|
2024
|
Caitong International Asset Management
Hong Kong
|
$292K
|
+$298K
|
+648
|
+10,800%
|
|
|
2025
|
MBB Public Markets
Chicago,
Illinois
|
$292K
|
+$301K
|
+654
|
New
|
|
